Family Wealth Strategies

  • Analysis of your current estate plan and concerns.
  • Complimentary consultation with your attorney.
  • Assistance in transferring assets to your Living Trust or other trusts.
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one.
  • Review of beneficiary designations and asset titling.
  • Review of your long-term care needs.

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1200 N Federal Hwy Ste 200 Boca Raton, FL 33432
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1-561-997-8800

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